Now that the government has indicated a cautious withdrawal from COVID lock-down, this month’s topic aims to cover off challenges that clients will face in the coming months as the economy slowly opens for business.
Practitioners should not under-estimate the severity of these challenges or the opportunities that the process will provide for those business owners and their advisers.
The fact sheet that accompanies this document will provide clients with a welcome heads-up on the challenges they will face as demand for their products and services starts to increase. It will also encourage them to contact you to get their ducks in row by formally planning activity for the coming year.
This month’s pack includes:
A client information update to explain current business challenges and how you can help.
A document that explains the scope of the resources provided and implementation suggestions.
Save money - take out a subscription
If you decide to purchase a number of our Fee Builder packs,
you may save money by taking out a subscription.